How to integrate freee Accounting with Discord to notify overdue transactions in freee Accounting at the beginning of each month on Discord

Manually checking transactions with overdue payment deadlines at the beginning of each month is a significant burden.
While it is crucial to quickly identify and address these issues, overlooking them is not an option.
However, by integrating freee Accounting with Discord, you can automatically receive notifications of overdue transactions at the beginning of each month, significantly reducing the effort required for payment management and improving operational efficiency.
Additionally, being able to quickly identify missed payments will serve as a powerful tool for maintaining strong relationships with business partners.
This article introduces a no-code method to integrate freee Accounting with Discord, so please take it as a reference.

Recommended for

Those using freee Accounting and Discord
Those who want to reduce the effort of payment management by integrating freee Accounting with Discord
Those who want to quickly identify transactions with overdue payment deadlines by integrating freee Accounting with Discord

Benefits and Examples of Integrating freee Accounting with Discord

Benefit 1: Early Detection of Missed Payments

Manually checking whether all payments from the previous month have been made at the beginning of each month can be time-consuming, proportional to the number of transactions.
Additionally, manual checks carry the risk of human errors such as oversights.
However, by integrating freee Accounting with Discord and automatically notifying you of transactions with overdue payment deadlines in a list, you can achieve early detection of missed payments.
For example, even a person responsible for a company with a large number of business partners can quickly identify missed payments using this integration.

Benefit 2: Improved Efficiency and Reduced Burden

Manually checking whether all payments from the previous month have been made is time-consuming.
Moreover, as the number of transactions increases, the burden on the responsible person becomes significant because errors are not allowed.
However, by integrating freee Accounting with Discord, the burden on the responsible person can be significantly reduced, leading to improved operational efficiency.
For example, even during busy periods like year-end adjustments, when the accounting department is swamped, you can automate the process of checking the previous month's payment status one by one.
This increases the time available for important tasks, allowing companies with labor shortages or small, elite teams to optimize resources.

Benefit 3: Maintaining Trust with Business Partners

Missing a payment deadline can potentially affect trust with business partners.
However, even if a payment deadline is missed, quickly noticing and addressing it can minimize the decline in trust from business partners.
With the integration of freee Accounting and Discord, you will be notified of transactions with overdue payment deadlines at the beginning of the month, enabling quick responses to missed payments.
For example, even if there was a missed payment in the previous month, the responsible person can notice it first thing in the morning at the beginning of the month, allowing them to promptly contact the business partner with an apology and payment arrangements, thus maintaining trust.
In this way, the integration of freee Accounting and Discord can also be used as a reminder function for missed payments, allowing you to build stable business relationships without compromising trust from business partners.

Next, we will introduce how to create a flow bot using Yoom, which allows app integration without programming, to "notify Discord of transactions with overdue payment deadlines in freee Accounting at the beginning of each month."
You can implement it simply by setting it according to the template, so please give it a try.

[What is Yoom]

How to Create a Flow for Integrating freee Accounting and Discord

The flow to integrate freee Accounting and Discord using Yoom proceeds through the following four processes.

Register freee Accounting and Discord as My Apps
Copy the template
Set the trigger for freee Accounting, which serves as the starting point of the flow, followed by the Discord settings
Turn on the trigger button and verify the integration between freee Accounting and Discord

Step 1: Integrate freee Accounting and Discord as My Apps

First, register freee Accounting and Discord as My Apps in Yoom to integrate them.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the following screen, search for freee Accounting and Discord respectively and proceed to the next screen.

＜For freee Accounting＞

・After logging in, click "Authorize" on the screen below to complete the registration as My App.

＜For Discord＞

・Enter the account name and access token, then click "Add" to complete the registration as My App.
※ For obtaining the account name and access token, please refer to the help page here.
※ The access token can be obtained from the Discord Developer Portal.

3. Copy the template for integrating freee Accounting and Discord.

・Open the template page below.

・Click "Try this template".

Step 2: Set the Trigger Date and Time

Set up a trigger to automatically notify the list of unpaid transaction IDs.

1. Click "My Projects" in the Yoom management screen and then click "[Copy] Notify Discord of transactions overdue in freee Accounting at the beginning of each month".
* You can change the template title on the next screen.

2. Click "Schedule Trigger: On the 1st of every month".

3. Set the schedule and save it.
* By default, notifications are set to be sent at 9 AM on the 1st of every month, but you can change it to any date and time.
* For more details on schedule settings, please refer to this help page.

Step 3: Set Up to Retrieve Unpaid Transactions from freee Accounting

Set up to retrieve information on unpaid transactions from freee Accounting.

1. Click "Integrate with App: Retrieve List of Unpaid Transaction IDs".

2. Check the account to be linked with freee Accounting and click "Next".
* Other items are set by default.

3. Click the "Business ID" field and select from the "Candidates" that appear, then click "Test".
* "Income/Expenditure Classification" is set to expenditure by default. This allows you to retrieve the IDs of unpaid transactions.

4. If the test is successful, the retrieved unpaid transaction IDs will be displayed in the output.
If there are no issues, save it.

Step 4: Set Up Notifications to Discord

Finally, set up to notify Discord of the unpaid transaction IDs retrieved from freee Accounting.

1. Click "Integrate with App: Send Message".

2. Check the account to be linked with Discord and click "Next".
* Other items are set by default.

3. Set the channel ID where you want to notify the message and enter the message content.
* By default, the message content is set as follows. You can directly enter any template message to change it. Also, for values that change monthly like "{{List of Transaction IDs}}", click the field and select from the output "Retrieve List of Unpaid Transaction IDs". This allows you to dynamically reflect transaction IDs in the message.

4. Conduct a test, and if successful, save it and turn on the trigger.
From now on, at the beginning of each month, the list of unpaid transactions will be automatically notified to Discord.

If you have any questions about the flow introduced, please check this help page.

Other Automation Examples Using freee Accounting

There are many other examples of automation using freee Accounting in Yoom, so here are a few introductions.

1. Update freee Accounting Client Information When a Row is Updated in Google Sheets

If you are using Google Sheets to manage client information, you need to update the registration information in both Google Sheets and freee Accounting whenever there is a change in client information.
Additionally, if you update the information in both tools manually, there is a risk of input errors causing discrepancies between the tools.
However, by using this integration, you can eliminate the hassle of updates and maintain data consistency across tools.

2. Register a client in freee Accounting when a deal is closed in Salesforce

If you register customer information in both Salesforce and freee Accounting at the same time, the effort to register customer information that did not lead to a deal in freee Accounting becomes wasted.
However, by utilizing this integration, you can automatically register only the customer information for deals that are closed in Salesforce into freee Accounting, reducing unnecessary registration work.

3. Register a client in freee Accounting when a record is added to kintone

Managing customer information across multiple tools can lead to inconsistencies and make it difficult to know the most up-to-date information.
However, by integrating freee Accounting with kintone, centralized management of customer information becomes possible.
As a result, you can check the same information in both tools, reducing unnecessary verification tasks.

Summary

By integrating freee Accounting with Discord, you can automatically receive notifications at the beginning of the month for transactions past their payment due date.
This reduces the workload and effort involved in checking overdue transactions, leading to improved operational efficiency.
Additionally, being able to quickly verify overdue transactions allows for prompt action.
As a result, this can help maintain a good trust relationship with business partners.
The integration of freee Accounting and Discord can be achieved without coding by utilizing Yoom, so follow the steps outlined in this article to streamline your payment management.